The document discusses how to improve the usability of SharePoint solutions by adding custom menus using SharePoint custom actions. It provides examples of adding custom actions at the list level and item level to streamline business processes. List level actions can auto-populate fields and workflows when creating new items while item level actions allow updating fields and redirecting users based on permissions and conditions. The demo illustrates how custom actions reduce clicks and improve the end user experience for helpdesk and CR tracking processes in SharePoint.

1. SharePoint Custom Actions
Improve your SharePoint solution’s usability!
Nimrod Geva
Product Group Manager
nimrod@kwizcom.com

2. KWizCom Corporation
• Founded in 2005
• Headquartered in Toronto
• Global vendor of SharePoint Add-Ons
• 5000+ customers worldwide

3. Make your SharePoint solution
Easier to use
by adding Powerful and Relevant
Custom menus

4. SharePoint list menus are Generic:
No matter which item type
- you always get the
same generic menus

5. So, what’s the problem?
Waste of time & Usability issues
 Too many clicks and page refreshes
 Solutions less clear and less convenient
to business end-users
 Issue gets worse in mobile environment

6. Demo
PM role:
Approving CRs and bugs in product
versions

7. This is our CR tracker,
I want to review this CR and
approve it.

8. 1
To approve the item
I click “Edit”

9. 2
Now I need to check the
“Approved” checkbox

10. 3
Checking it

11. 4
Clicking “Save”

12. We did it!
Took us “only”:
 4 clicks
 2 page refresh
5

13. Wouldn’t it be great If I had an
“Approve” button?
Single click!

14. SharePoint Custom Action
Context-sensitive menus for productive business users

15. Demo
Custom menus for a more
convenient IT Helpdesk UX

16. This is my
helpdesk workspace
Demo
I see an unassigned
issue that I wish to
work on

17. Since the issue is
unassigned, I see a single
custom action called
“Assign to me”
Once I click the
item I see it in
View mode
Demo

18. I am clicking the custom menu
to gain ownership over this
support ticket
Demo

19. Now the issue appears under “My
Support Tickets” web part
(which means it is assigned to me)
Demo

20. Conclusion:
You can use Custom Actions to
auto-update item fields without
having to edit the item!
Demo
By looking at the Support Tickets list,
you can see that the custom action
has updated the “Assigned To” and
“Issue Status” fields

21. If I click this item
Now I see 2 different custom
menus, which are relevant to me
as the support engineer to whom
this issue is assigned
Demo

22. If I now click this
item
After resolving this issue, I am
clicking the “Close Ticket”
custom menu to update the
relevant ticket’s fields.
Now I see 2 different custom
menus, which are relevant to me
as the support engineer to whom
this issue is assigned
Demo

23. I am redirected to the issue’s edit
form, That includes only the
relevant fields
(other fields are automatically updated)
Demo

24. Once I save my updates, I can see that
some additional fields were auto
updated
(Issue Status, Issue Closing Date)
Demo

25. Let’s see how we configure
these Custom Actions

26. Demo
Create a List Custom Action
Create a ribbon button that creates a
support ticket, auto-updates its fields
and then redirects the user to the
home page

27. 20% of my helpdesk calls look like this
(Replacing a printer toner)
I would like to have a custom
action that updates all fields
and leaves me only with this
one to update
Demo

28. This menu should be visible
only to Helpdesk engineers
Demo

29. After you deploy KWizCom Custom
Action Feature, you’ll notice a new
“Custom Actions Settings” menu
(In the List ribbon)
Demo

30. “List Custom Actions” allows
you to add custom menus at
the list level
“Item Custom Actions” allows
you to add custom menus at the
Item level
(Edit/View item forms)
Demo

31. This is the List Custom
Actions settings page
To create a new custom
action, type its name and
click “Add Action”
Demo

32. Type the menu’s title and
description (tooltip)
The ribbon button’s
icon
Type the name/url of a
page to which the user
will be redirected after
the action completes
Demo

33. Custom action static
permissions
You can make this menu
visible in specific list views
Demo

34. Check this checkbox if you
want this menu to create a
new list item
Configure fields which should
be auto-populated with data
Demo

35. Configure the visible tabs
after the item is created
Configure which workflows
should be triggered

36. Let’s see the result…
Demo

37. Here is the new List Custom
Action (Menu), visible only
to support engineers
When I click this menu…
Demo

38. I see only the fields that were not
auto-populated
Demo

39. New support ticket created,
already updated with all required
data and assigned to me.
Demo

40. Demo
Create an Item Custom Action
Configure an item-level menu called “Close Ticket”:
• Visible only to the helpdesk engineer to whom the
support ticket is assigned
• Auto updates Status field to “Closed” value
• Auto updates Issue Closing Date field to today’s value
• Redirect the user to the site’s home page

41. So, without this custom
action – this is what I need
to do to close a ticket…

42. Edit the item
Demo

43. Update and save the ticket
1
2
3
4
Demo

44. Let’s create now the custom
item action

45. This is the Item Custom Actions
settings page
Demo

46. Type the action name and
click “Add Action”
1
Demo

47. 2
Type the redirection url after
the action completes
Demo

48. Action static permissions
3
Demo

49. Configure dynamic
conditions for this action’s
visibility
4
Demo

50. Configure field auto-updates
5

51. Configure field auto-updates
5

52. 6
Configure the visible tabs
after the item is created
7
Configure which workflows
should be triggered

53. Let see the result…

54. Let’s click the
“Close Ticket”
action
Demo
As a Helpdesk engineer I see these
item-level custom actions in the
item’s view/edit forms

55. I see only the fields that require
update
Demo

56. And redirected back to the
home page
Demo

57. Viewing the same support
ticket after it was closed
I see different actions!
Actions are context-sensitive

58. Summary
 Customized menus, relevant
to your business logic
 Less fields to update, less
page refreshes
 Easily integrate with
workflows
 Easier, user-friendly UX

59. SharePoint Custom Actions
Product web page:
http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-customactions/overview/
Download FREE trial version:
http://www.kwizcom.com/sharepoint-add-ons/sharepoint-list-customactions/download/

60. Questions?
Nimrod Geva
Product Group Manager, KWizCom
nimrod@kwizcom.com

61. We value your feedback!
Does this solution answer your needs?
Need other/additional features?
Tell us what you think!
KWizCom continuously communicates with end users and customers, and according to
your feedback we improve our solutions to help you get more productive with SharePoint.
Nimrod Geva
Product Group Manager, KWizCom
nimrod@kwizcom.com
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